Personal Lines Issuance Instructions Form
Personal Lines Issuance Instructions Form
What is the producer's name?
Please select the lead source type for this account.
Please enter the lead source below.
Please enter the referral source.
Please enter the name of the BPAY referral source.
Please enter the the BPAY referral source %.
Account Administration, Billing & Inspection/Appraisal
How should the named insured read on the policy?
What is the primary contact's name?
What is the primary contact's email?
What is the primary contact's phone number?
Will a letter of authorization (LOA) be required? (I.e. If family office or other party is the primary contact and has authority to make changes on the account.)
What is this client's desired mailing/billing address?
Do you prefer to pay in full or installments?
Will this account be agency or direct billed?
Does the client want account billing set up to consolidate their bills where possible?
Does the client want e-delivery or paper delivery of policy documents?
Do we have an electronic documents acceptance letter on file?
Is the inspection contact the same as the primary contact?
Inspection contact name?
Inspection contact email?
Inspection contact phone?
Please enter any issuance notes you would like to be included in this issuance process.
Please select the policies you would like to have issued.
Location 1 (Issuance Instructions)
Please select the property type for this location? *
Select the issuing insurance company:
Enter the name of the issuing insurance company:
What is the effective date for this policy?
MM slash DD slash YYYY
Enter the location address for this policy:
Please select the circumstances that apply to this location: (Select all that apply)
What is the current or intended usage for this location? (I.e. Primary, secondary, etc.)
Dwelling/Additions & Alterations limit:
Other Structures limit:
Personal Property limit:
Loss of Use limit:
Personal Liability limit:
Open Perils Deductible:
Hurricane Deductible:
Earthquake Deductible:
Expected Annual Premium:
Select policy endorsements to include:
Cyber protection limit:
Earthquake limit:
Equipment breakdown limit:
Flood/Excess flood limit(s):
Mold/Fungi Limit:
Please enter the other endorsement(s) you would like to include.
Do you need to include a mortgagee clause?
Enter the mortgagee name:
Enter the mortgagee address:
Enter the loan number?
Select the billing method for this policy:
Will there be an additional insured? (LLC, home equity, 2nd mortgage, etc...)
Enter the additional insured's name.
Enter the additional insured address?
Enter the additional insured's loan number, if applicable.
Enter any important issuance notes below:
Location 2 (Issuance Instructions)
Location 3 (Issuance Instructions)
Location 4 (Issuance Instructions)
New Construction/Renovation (Issuance Instructions)
Valuable Collections (Issuance Instructions)
Please enter the issuing insurance company name for the valuable articles.
What is the effective date for this policy?
MM slash DD slash YYYY
Select the categories of valuable articles in this policy:
Please enter the jewelry limits you would like for this policy:
Please enter the fine art limits you would like for this policy:
Please enter the wine limits you would like for this policy:
Please enter the firearms limits you would like for this policy:
Please enter the musical instruments limits you would like for this policy:
Please enter the silverware limits you would like for this policy:
Please enter the furs limits you would like for this policy:
Please enter the other/collectibles limits you would like for this policy:
What is the expected premium for this valuable articles policy?
Please enter any important notes related to this policy issuance below.
Automobile (Issuance Instructions)
Select the issuing insurance company:
Enter the name of the issuing insurance company:
What is the effective date for this automobile policy?
MM slash DD slash YYYY
How many vehicles will be on this policy? (I.e. 2)
Please provide physical damage coverage information for the vehicle(s) to be issued on this policy:
Enter the coverages to be added to the vehicle(s):
Please enter the liability coverage option for this policy:
Please enter the uninsured/underinsured motorist coverage option for this policy:
Please enter the personal injury protection coverage option for this policy: (If applicable)
Please enter the limitation on lawsuit coverage option for this policy: (If applicable)
Will their be any lien holders?
Please enter the lien holder information:
What is the expected premium for this automobile policy?
Please enter any other issuance information below.
Watercraft (Issuance Instructions)
Select the issuing insurance company:
What is the effective date for this watercraft policy?
MM slash DD slash YYYY
Please enter the named insured for this watercraft policy: (LLC, etc)
What is the registration state?
Who will operate this vessel?
What are the navigation limits?
What are the lay-up requirements, if any?
What state was this vessel purchased in or moored?
Please enter the agreed value for the hull:
Please enter the liability amount to be issued:
Please enter the un/underinsured boaters amount to be issued:
Please enter the deductible (%) to be issued:
What is the expected premium for this watercraft policy?
Please enter the name and address for any lien holds/additional insureds below.
Please enter any additional notes for this watercraft issuance below.
Toys (ATVs, Golf Carts, Motorcycles, Snowmobiles) (Issuance Instructions)
Select the issuing insurance company:
Enter the name of the issuing insurance company:
What is the effective date for this toys policy?
MM slash DD slash YYYY
How many vehicles will be on this policy? (I.e. 2)
Please provide physical damage coverage information for the vehicle(s) to be issued on this policy:
Enter the coverages to be added to the vehicle(s):
Please enter the liability coverage option for this policy:
Please enter the uninsured/underinsured motorist coverage option for this policy:
Please enter the personal injury protection coverage option for this policy: (If applicable)
Please enter the limitation on lawsuit coverage option for this policy: (If applicable)
Will their be any lien holders?
Please enter the lien holder information:
What is the expected premium for this toys policy?
Please enter any other issuance information below.
Personal Cyber Liability (Issuance Instructions)
Please enter any issuance instructions for the cyber policy below.
Personal Excess Liability/Umbrella (Issuance Instructions)
Select the issuing insurance company:
Enter the name of the issuing insurance company:
What is the effective date for this umbrella policy?
MM slash DD slash YYYY
Excess liability limit:
Excess un/underinsured motorist limit:
Excess un/underinsured limit:
Employment practices liability limit:
Not-for-profit directors and officers limit:
Enter any LLCs or other entities that need to be listed on the umbrella.
Number of locations:
Number of pools:
Number of automobiles:
Number of drivers:
Number of watercraft:
Number of domestic staff:
Number of other recreational vehicles:
Umbrella notes:
Onboarding Experience
New Business Onboarding Checklist: (Select the processes you would like to be completed as part of this issuance process.)
Please enter the other processes you would like to be completed as part of this issuance process.
